Advisors using Riskalyze Select have access to powerful client engagement tools that set useful expectations and help to empower fearless investing.
Check out the categories below to see the value Riskalyze Select adds to your practice.
Next-Gen Risk Assessment
The Next-Gen Risk Assessment pairs mathematical sophistication with an elegant user experience designed to help investors truly understand the contextual relationships between investment risk and reward.
Click Here to learn more about the Next-Gen Risk Assessment.
Portfolio Risk
Does an investor's risk tolerance jive with how they're invested? A portfolio-wide Risk Number® and 95% Historical Range enable you to make investment decisions and demonstrate alignment to your prospects and clients.
Click Here to learn more about working with portfolios in Riskalyze.
Retirement Maps
Don't wonder if a client's risk preference will allow them to achieve their goals—use Retirement Maps to calculate their probability of success and build a map to financial freedom. Illustrate the bigger picture and even uncover outside assets.
Click Here to learn more about Retirement Maps.
Stress Tests
Run any of your client's portfolios through a variety of stock and bond market scenarios creating an incredible financial dialogue around how the portfolio could perform in the future in similar environments.
Click Here to learn more about Stress Tests.
Scenarios
Run a portfolio through a market timeline and compare it to just the right benchmark to make your point. Compare historically, or stress test for the future.
Click Here to learn more about Scenarios.
Discovery
Find the perfect investment for your clients with security analysis and fund screening. Discovery empowers you to quickly dive into your investment research based on your most important search criteria including the Risk Number, Riskalyze GPA, expense ratios, and more.
Click Here to learn more about Discovery.
The Risk/Reward Heatmap
The Risk/Reward Heatmap pinpoints the risk contribution of individual securities in accounts, allowing you to have productive conversations about diversification. This is also a great tool to highlight risky or concentrated positions and demonstrate what those allocations could mean in the long run.
Click Here to learn more about The Risk/Reward Heatmap
Meetings
Effortlessly launch a remote meeting with just two clicks. Your client joins with a web browser and you securely share the right data with the right client.
Click Here to learn more about Meetings.
Check-Ins
Email Check-ins helps to foster trust and rapport with your clients in-between client review meetings, as it supports your message and gives you early warning signals when a client's psychology needs care.
Click Here to learn more about Check-Ins.
Lead Generation Questionnaire
Drop a simple link onto your website to turn it into an interactive risk analysis tool and a lead capturing machine. Leverage the powerful phrase "What's Your Risk Number?"
Click Here to learn more about the Lead Generation Questionnaire in your marketing strategies.
Investment Policy Statement
Create a roadmap and financial action plan for your clients with a single click. These white-labeled PDF and printed reports are intuitive to the client and reinforce your firm's brand.
Click Here to learn more about using reports in Riskalyze.
Partner Store
Leverage our collection of free and subscription-based models from some of the industry's best portfolio managers and download them into your Riskalyze account. Once you subscribe, you'll automatically be linked up to receive the most up-to-date versions of your favorite models!
Click Here to log-in to your account and check out the Partner Store.
Note: To access the Partner Store in Riskalyze, click Models at the top of your screen followed by Partner Store.
Riskalyze Mobile App
The "remote control for Riskalyze" is always within reach. Check-in on clients, leads, and trades with just a few taps of your finger on any iOS or Android device.
Click Here to get started for iPhone. Click Here to get started for Android.
Ready to take Riskalyze to an Elite level? Click Here to find out more about additional features contained in Riskalyze Elite like Individual Security Analysis, Detailed Portfolio Stats, Retirement Plans, an all-new Advisor Marketing Kit and more!